US Stock Research
Read-only deep dive on one US-listed symbol.
reference/READ-ONLY-POLICY.md (hard rule) and
reference/RESEARCH-STANDARDS.md (completeness checklist, news
freshness, disclosure) apply.
US coverage here is genuinely thinner than Indian. INDmoney's US-stock
capability is the only broker source, and no broker has a US
fundamentals screener, technical-indicator tool, or peer-set builder —
so label every figure live-vs-web, per figure. For Indian-listed names
use stock-research instead.
Steps
Resolve ticker and exchange (NASDAQ/NYSE) — disambiguate a
ticker shared with an Indian listing before anything else.
Price via INDmoney's US-stock capability if active; otherwise a
web-sourced price with its timestamp stated, never dressed up as live.
Fundamentals — peer set built by hand. No screener exists here:
pull recent-quarter revenue/EPS/margins plus 2-4 sector and size
matched peers via date-anchored WebSearch/WebFetch (10-Q/10-K,
IR releases, or an aggregator), source and date cited per figure.
Manual is not a reason to skip the peer anchor.
Technicals — web-sourced and labelled, or explicitly declared
unavailable. Never eyeballed from memory.
News (mandatory) — earnings, guidance, rating actions, and
regulatory action (SEC, and FDA/FTC/DOJ where relevant).
Currency and access, the two things Indian skills don't need:
INR/USD trend as its own line, not folded into the stock's %change;
and the LRS limit ($250,000/person/year) as a real sizing constraint
when discussing how much to buy.
Portfolio fit — existing US exposure via INDmoney's holdings /
net-worth capability if it surfaces US positions, else
PORTFOLIO-PLAN.md if tracked manually. If neither, ask rather than
assuming zero exposure.
View + present: verdict up top, then fundamentals/peer table,
technicals (or their stated absence), news, currency/LRS, fit, then
the disclosure block — noting it carries no US regulatory standing
either. Formal version: reference/templates/us-stock-research.md.
1---2name: us-stock-research3description: Deep dive on a US-listed stock (e.g. AAPL, NVDA) — fundamentals, technicals, news, currency and LRS context. Use when the user asks about a US ticker or whether to buy one. Read-only.4---56# US Stock Research78Read-only deep dive on one US-listed symbol.9`reference/READ-ONLY-POLICY.md` (hard rule) and10`reference/RESEARCH-STANDARDS.md` (completeness checklist, news11freshness, disclosure) apply.1213US coverage here is genuinely thinner than Indian. INDmoney's US-stock14capability is the only broker source, and no broker has a US15fundamentals screener, technical-indicator tool, or peer-set builder —16so label every figure live-vs-web, per figure. For Indian-listed names17use `stock-research` instead.1819## Steps20211. **Resolve ticker and exchange** (NASDAQ/NYSE) — disambiguate a22 ticker shared with an Indian listing before anything else.23242. **Price** via INDmoney's US-stock capability if active; otherwise a25 web-sourced price with its timestamp stated, never dressed up as live.26273. **Fundamentals — peer set built by hand.** No screener exists here:28 pull recent-quarter revenue/EPS/margins plus 2-4 sector and size29 matched peers via date-anchored `WebSearch`/`WebFetch` (10-Q/10-K,30 IR releases, or an aggregator), source and date cited per figure.31 Manual is not a reason to skip the peer anchor.32334. **Technicals** — web-sourced and labelled, or explicitly declared34 unavailable. Never eyeballed from memory.35365. **News (mandatory)** — earnings, guidance, rating actions, and37 regulatory action (SEC, and FDA/FTC/DOJ where relevant).38396. **Currency and access**, the two things Indian skills don't need:40 INR/USD trend as its own line, not folded into the stock's %change;41 and the LRS limit ($250,000/person/year) as a real sizing constraint42 when discussing how much to buy.43447. **Portfolio fit** — existing US exposure via INDmoney's holdings /45 net-worth capability if it surfaces US positions, else46 `PORTFOLIO-PLAN.md` if tracked manually. If neither, ask rather than47 assuming zero exposure.48498. **View + present:** verdict up top, then fundamentals/peer table,50 technicals (or their stated absence), news, currency/LRS, fit, then51 the disclosure block — noting it carries no US regulatory standing52 either. Formal version: `reference/templates/us-stock-research.md`.
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